Gary Cooper is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and previously worked at firms including infinex Investments, Macatawa Bank, Wintrust Bank, LPL Financial, and Wintrust Investments. Outside of his advisory role, he volunteers with The Conqueror's Strength Team in Zeeland, MI, where he spends time spreading positive messages. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, leveraging various portfolio management styles, firm research, and model manager options.

Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.

Mitchell Eady is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at Macatawa Bank and Wintrust Investments, joining LPL Financial in 2025. Prior to his career in finance, his work history includes roles outside the industry such as in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and uses a range of model portfolios and research tools in its investment management.

Jack Godfrey is a financial advisor with LPL Financial in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner in Koele Godfrey Investment Group and has involvement in a farm business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party strategies with both discretionary and non-discretionary management options.

Brandon Gualtiere is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Scott Jungling is a CFP® and ChFC® with 15 years of industry experience, currently advising clients at Edward Jones since 2010. He is based in Holland, MI. Outside of his advisory role, Jungling is involved as an owner of a real estate holding company and a partner in a private investment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by affiliated capabilities including trust services and proprietary mutual funds.

Diana Vander Stelt is a financial advisor at Edward Jones in Hudsonville, MI, holding a Series 66 designation with one year of industry experience. Her work history includes multiple roles at Edward Jones since 2018 and prior experience in the pharmacy field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.

Matthew Meyer is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in several business ventures involving commercial real estate investments and leasing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Matthew Grotenhuis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network Inc. He is also the owner of Deep Harbor LLC, a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Scott Pedersen is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Pedersen performs musical duties in worship services and occasionally at weddings and festivals, and he coaches 8th grade girls’ basketball for West Ottawa Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

Jeffrey Schaub is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Herman Miller and Market Source. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Douglas Stob is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Bishop is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Vice-President and board member of the Zeeland Education Foundation and works as a competitive youth soccer referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cody Hagen is a financial advisor with Ameriprise in Hamilton, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018, including time at Huizenga and Associates, and has prior work experience with Hagen Cement Products and Grand Valley State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice and written recommendation reports focused on income stability and tax-aware withdrawal strategies.

Alexander Bos is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation with several years of experience at Edward Jones and prior roles at Tiara Yachts, Gentex Corporation, and Bay Meadows Recreation and Association. His background includes roles in both the financial services industry and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Daniel Kleinheksel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in ID Property Partners, LLC, an LLC formed to hold the lease for his Raymond James office. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Marciniak is a financial advisor with Edward Jones in Allegan, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as Vice President and Trustee of the Allegan County Community Foundation, assisting with business planning and fundraising for the local foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

William Paarlberg is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at J.J.B. Hilliard, W.L. Lyons LLC. Outside of his advisory role, Paarlberg serves as a financial consultant for a relative’s trust and is involved in a family business, GKB Packaging, LLC, where he handles bookkeeping. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services with a mix of manager-traded and model-traded strategies, ongoing manager oversight, and utilizes internal research and technology in client advice.

Julia Maltbie is a financial advisor at Edward Jones in Holland, MI, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at West Michigan Community Mental Health and Dragon Fruit Media. She has also been involved with a travel agency and several other organizations prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Robert Clark is a financial advisor with Edward Jones in Holland, MI, holding Series 66 and Series 63 designations and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Clark has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds.